MB
Michael D. Bellis
VERTEX PARTNERS
Downers Grove, IL 60515
Some features on this profile are disabled
CRD#: 2371999
MB
Professional summary
Michael David Bellis, CFP®, CLU® is a registered financial advisor currently at VERTEX PARTNERS located in Downers Grove, Illinois and LPL FINANCIAL LLC located in Downers Grove, Illinois.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Michael has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) 03/12/2010 - BELLIS & ASSOCIATES, LTD., LEADER'S PARTNERS IS PART OF THE INSURANCE NETWORK OF LPL. I DO PUT THE MAJORITY OF MY BUSINESS THROUGH LPL, BUT THERE ARE A FEW CARRIERS THAT LEADER'S PAYS ME DIRECT BECAUE THE CARRIES ARE NOT PART OF THE PREFERRED LPL PROVIDERS, 10%. 2) 03/12/2010 - BELLIS & ASSOCIATES, LTD., LONG TERM CARE THROUGH LTCI PARTNERS, LLC, NON-VARIABLE INSURANCE DBA, 2%. 3) 11/22/2011 - NON-VARIABLE INSURANCE / LEADER'S PARTNERS / 20% OF TIME SPENT. 4) 11/23/2011 - Bellis & Associates, Ltd. - DBA: Bellis & Associates Financial Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance DBA - Time Spent 8% - Group Benefits ( Medical, Life, STD and LTD ) through Coordinated Benefits Group. 5) 11/23/2011- NON-VARIABLE INSURANCE DBA- BELLIS & ASSOCIATES, LTD., BELLIS & ASSOCIATES FINANCIAL SERVICES, PROPERTY & CASUALTY (HOME & AUTO & BUS INS ) THROUGH SECURE FUTURES INSURANCE AGENCY, 5% 6) 11/23/2011- NON-VARIABLE INSURANCE DBA, BELLIS & ASSOCIATES, LTD., BELLIS & ASSOCIATES FINANCIAL SERVICES, INDIVIDUAL DISABILITY INSURANCE THROUGH DISABILITY RESOURCE GROUP, 2% 7) 11/23/2011- NON-VARIABLE INSURANCE DBA, BELLIS & ASSOCIATES, LTD., BELLIS & ASSOCIATES FINANCIAL SERVICESI DO SELL A FEW FIXED ANNUITIES OUTSIDE OF LPL WITH VARIOUS CARRIERS, 1% 8) 03/18/2016; Vertex Planning Partners; DBA for LPL Business (entity for LPL business); INV REL; AT REPORTED BUSINESS LOCATION(S); START DATE; 04/01/2016; This is a DBA for my LPL business. No other service are advertised under this name other than my LPL business. Only LPL registered associates have an interest in this entity. This is not an RIA. My RIA will be HighPoint Advisor Group. This is not an insurance agency.; 80 HRS/MO; 50 HRS DURING SECS TRADING HRS. 9) 4/13/2016: HighPoint Advisor Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 04/07/2016 - Started 04/07/2016 - 25 Hours Per Month/20 Hours Per Month During Securities Trading - IAR. 10) 9/14/2017: Pivot Property Partners, LLC - Investment Related - 3000 Woodcreek Drive, Downers Grove, IL 60515 - Real Estate Rental - Started 08/01/2017 - 2 Hours Per Month/0 Hours During Securities Trading. 11) 12/10/2020 - Vertex Partners, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/1/2020 - 0 Hours Per Month/0 Hours During Securities Trading. 12) 1/13/2021 - Vertex Accounting Partners, LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Partner - Started 01/01/2018 - 10 Hours Per Month/0 Hours During Securities Trading. 13) 04/14/2022 - Vertex Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 01/03/2022 - 40 Hours Per Month/ 40 Hours During Securities - I provide investment advisory services through Vertex Partners, an independent investment advisor firm. I started this business activity in 01/2022. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 14) 05/26/2023 - Aspire Planning Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 05/19/2023 - 1 Hour Per Month/ During Securities Trading
CRS (Client Relationship Summary) - RIA
Click below to view Michael David Bellis's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2002
Experience
Current
March 31, 2022 - Present
VERTEX PARTNERS
Office #1: 3000 Woodcreek Drive Suite 100, Downers Grove, IL 60515RIA
CRD#: 316839
Downers Grove, IL
Current
September 8, 2009 - Present
LPL FINANCIAL LLC
Office #1: 3000 Woodcreek Dr Ste 100, Downers Grove, IL 60515RIA
BD
CRD#: 6413
DOWNERS GROVE, IL
Past
December 8, 2021 - April 29, 2022
HIGHPOINT PLANNING PARTNERS
RIA
CRD#: 316636
DOWNERS GROVE, IL
Past
April 12, 2016 - December 31, 2021
HIGHPOINT PLANNING PARTNERS
RIA
CRD#: 163768
Downers Grove, IL
Past
September 8, 2009 - November 21, 2016
LPL FINANCIAL LLC
RIA
CRD#: 6413
DOWNERS GROVE, IL
Past
November 20, 2003 - September 8, 2009
WATERSTONE FINANCIAL GROUP, INC.
RIA
CRD#: 10078
WARRENVILLE, IL
Past
November 20, 2003 - September 8, 2009
WATERSTONE FINANCIAL GROUP, INC.
BD
CRD#: 10078
WARRENVILLE, IL
Past
May 7, 1999 - November 20, 2003
VERAVEST INVESTMENT ADVISORS, INC.
RIA
CRD#: 105796
DES PLAINES, IL
Past
December 23, 1993 - November 20, 2003
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
WORCESTER, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VP
VERTEX PARTNERS
VERTEX PARTNERS | VERTEX PLANNING PARTNERS, LLC
CRD#: 316839 / SEC#: 801-122980
RIA
Registered Investment Advisory firm - (1/3/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/13/2020)
RR
Arizona(9/8/2009)
RR
California(9/8/2009)
RR
Colorado(4/5/2011)
RR
Connecticut(3/9/2018)
RR
Florida(9/8/2009)
RR
Georgia(1/13/2020)
RR
Illinois(9/8/2009)
IAR
Illinois(3/31/2022)
RR
Indiana(9/8/2009)
RR
Iowa(9/8/2009)
RR
Kansas(2/24/2023)
RR
Kentucky(2/2/2011)
RR
Maine(5/13/2022)
RR
Maryland(6/28/2021)
RR
Massachusetts(11/23/2020)
RR
Michigan(7/1/2014)
RR
Minnesota(6/21/2022)
RR
Missouri(9/8/2009)
RR
Nevada(9/8/2009)
RR
New Jersey(9/8/2009)
RR
North Carolina(9/8/2009)
RR
South Carolina(9/8/2009)
RR
Texas(1/13/2020)
RR
Virginia(9/8/2009)
RR
Washington(1/13/2010)
RR
Wisconsin(9/8/2009)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
VP
VERTEX PARTNERS
VERTEX PARTNERS | VERTEX PLANNING PARTNERS, LLC
CRD#: 316839 / SEC#: 801-122980
RIA
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Contact information
Main Address
3000 Woodcreek Drive Suite 100, Downers Grove, IL 60515
Mailing Address
Phone number
(630) 836-3300
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,374 |
| AUM (Assets Under Management) | $ 827,936,305 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
